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Schwab Intermediately-Term US Treasury ETF

454 hedge funds and large institutions have $9.16B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 187 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$94.4M
2 +$59.4M
3 +$43.6M
4
Cerity Partners
Cerity Partners
New York
+$41M
5
MFT
Moisand Fitzgerald Tamayo
Florida
+$28M

Top Sellers

1 -$21.9M
2 -$21.9M
3 -$17.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.9M
5
TI
Tidal Investments
Wisconsin
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MEG
426
Millstone Evans Group
Colorado
$3.4K
TRCT
427
Tower Research Capital (TRC)
New York
$3.18K
AAS
428
Ameritas Advisory Services
Nebraska
$2.95K
BLC
429
Brown, Lisle/Cummings
Rhode Island
$2.9K
FGC
430
Financial Gravity Companies
Texas
$2.8K
FMP
431
Financial Management Professionals
Texas
$2.75K
CA
432
Crewe Advisors
Utah
$2.48K
RAM
433
Riggs Asset Management
Pennsylvania
$2.2K
BAM
434
Bellevue Asset Management
Washington
$2.15K
PC
435
Promus Capital
Illinois
$2K
HWP
436
Highline Wealth Partners
California
$1.9K
PA
437
Parallel Advisors
California
$1.75K
MAWAG
438
Mid-American Wealth Advisory Group
Missouri
$1.75K
MFC
439
Morris Financial Concepts
South Carolina
$1.45K
WWM
440
Wolff Wiese Magana
California
$1.28K
SL
441
Salomon & Ludwin
Virginia
$1.24K
BA
442
Ballast Advisors
Minnesota
$1.15K
BBHC
443
Brown Brothers Harriman & Co
New York
$1.15K
KG
444
Kilter Group
New York
$1.08K
Simplex Trading
445
Simplex Trading
Illinois
$1K
RWM
446
Rialto Wealth Management
New York
$751
SRCM
447
Signature Resources Capital Management
California
$726
FWP
448
FAS Wealth Partners
Kansas
$501
CTC
449
Central Trust Company
Missouri
$476
SC
450
Solstein Capital
California
$451